How to Effectively Manage the Sales Room

You will learn!

• How to access and interpret room analytics.

• How to track visitor interactions with materials.

• How to use the log information for detailed activity monitoring.

How to access and interpret room analytics

Step-by-step:

1. Go to the Activity tab:

   • Access the Activity tab in the top menu of your sales room.

2. Track visitor numbers and interactions:

   • On the left: View the number of users who have interacted with each attachment or link.

   • On the right: Access user-specific data about individual visitors.

3. Hover for details:

   • Hover over the bar chart to see which viewers interacted with each attachment or link.

   Note: Primary video views are not currently tracked when users click the "Start" button.

How to use the log information for detailed activity tracking

The Log tab offers a detailed history of all room activities, helping you monitor engagement and track content updates.

Step-by-step:

1. Open the Log tab:

   • Select the Log tab from the top menu.

2. Review detailed activity:

   • View updates such as file additions, comments, and user interactions.

3. Filter activity:

   • Hide your own clicks to focus solely on other users’ activities.